Sumitomo Mitsui Trust Group
GWRE icon

Sumitomo Mitsui Trust Group’s Guidewire Software GWRE Stock Holding History

Sumitomo Mitsui Trust Group’s Portfolio GWRE Stock Details GWRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-207,184
Closed -$12.8M – 1203
2022
Q3 		$12.8M Buy
207,184
+551
+0.3% +$39.8K 0.01% 765
2022
Q2 		$14.7M Buy
206,633
+12,439
+6% +$1.02M 0.01% 761
2022
Q1 		$18.4M Buy
194,194
+4,368
+2% +$418K 0.01% 747
2021
Q4 		$21.6M Sell
189,826
-17,652
-9% -$2.09M 0.01% 707
2021
Q3 		$24.7M Sell
207,478
-14,675
-7% -$1.69M 0.02% 686
2021
Q2 		$25M Sell
222,153
-616,113
-73% -$64M 0.01% 696
2021
Q1 		$85.2M Sell
838,266
-13,391
-2% -$1.56M 0.05% 390
2020
Q4 		$110M Buy
851,657
+65,398
+8% +$7.46M 0.07% 315
2020
Q3 		$82M Buy
786,259
+88,211
+13% +$9.91M 0.06% 362
2020
Q2 		$77.4M Buy
698,048
+127,731
+22% +$12.3M 0.05% 371
2020
Q1 		$45.2M Sell
570,317
-55,232
-9% -$5.77M 0.04% 467
2019
Q4 		$68.7M Sell
625,549
-16,740
-3% -$1.87M 0.05% 370
2019
Q3 		$67.7M Buy
642,289
+46,578
+8% +$4.7M 0.06% 349
2019
Q2 		$60.4M Sell
595,711
-124,653
-17% -$12.7M 0.05% 373
2019
Q1 		$70M Sell
720,364
-219,989
-23% -$19.7M 0.06% 318
2018
Q4 		$74.7M Buy
940,353
+141,496
+18% +$12.3M 0.08% 263
2018
Q3 		$80.7M Buy
798,857
+53,744
+7% +$5.16M 0.09% 250
2018
Q2 		$66.2M Buy
745,113
+64,736
+10% +$5.73M 0.08% 281
2018
Q1 		$55M Buy
680,377
+176,177
+35% +$14.2M 0.07% 301
2017
Q4 		$37.4M Buy
504,200
+213,800
+74% +$16.5M 0.05% 422
2017
Q3 		$22.6M Buy
290,400
+108,600
+60% +$7.95M 0.03% 552
2017
Q2 		$12.5M Buy
181,800
+168,500
+1,267% +$10.7M 0.02% 638
2017
Q1 		$749K Buy
13,300
+4,900
+58% +$268K ﹤0.01% 794
2016
Q4 		$414K Buy
+8,400
New +$471K ﹤0.01% 824

Other funds holding GWRE

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Sumitomo Mitsui Trust Group's GWRE Position: Q4 2022 in Review

Sumitomo Mitsui Trust Group sold out of Guidewire Software (GWRE) in Q4 2022, closing a stake of 207,184 shares — an estimated $12.8M sold.

Sumitomo Mitsui Trust Group first reported a position in GWRE in Q4 2016 and held it in 24 quarters. The position peaked at $110M in Q4 2020. 347 funds tracked by Wall St. Rank hold GWRE as of Q4 2022.

  • Sumitomo Mitsui Trust Group reported no remaining Guidewire Software position as of Q4 2022 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 207,184 Guidewire Software shares in Q4 2022, an estimated $12.8M.
  • Sumitomo Mitsui Trust Group first reported a position in Guidewire Software in Q4 2016 and held it in 24 quarters.
  • Sumitomo Mitsui Trust Group's Guidewire Software position peaked at $110M in Q4 2020.
  • 347 funds tracked by Wall St. Rank held Guidewire Software as of Q4 2022.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q4 2022, filed 30 Jan 2023.